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Billing Specialist
2 months ago
Accounts Receivable Clerk
We are currently seeking a dedicated Accounts Receivable Clerk for a prominent organization. This full-time role is essential in managing the financial transactions related to customer payments.
Position Overview:
The Accounts Receivable Clerk plays a critical role in ensuring timely payment collection from clients, contributing to the financial health of the company.
Work Environment:
This position offers flexibility with a minimum requirement of four days in the office and one day remote each week. Work hours are adaptable, with a commitment of six to eight hours daily.
Key Responsibilities:
- Maintain and update financial databases and records.
- Engage with customers to facilitate payment requests and arrangements.
- Accurately record payments received from clients in the accounting system.
- Generate financial reports and balance sheets to reflect overall financial performance.
- Update customer accounts to reflect payment status.
- Ensure the accuracy of all financial records and reports.
- Identify and follow up on overdue accounts.
- Communicate effectively with clients to understand their financial situations.
- Assist with basic administrative tasks as needed.
- Process all financial transactions related to accounts receivable.
- Create and submit invoices in accordance with company protocols.
- Maintain and organize customer files, including updates on contact information.
- Draft correspondence for overdue accounts and manage collections.
- Prepare reports on customer account statuses as required.
- Investigate discrepancies in customer accounts.
- Reconcile accounts receivable on a regular basis.
- Assist in the preparation of monthly billing statements.
- Reconcile revenue accounts monthly.
- Perform filing and retrieval of accounts receivable documents as necessary.
- Communicate updates to relevant team members.
- Complete other related tasks as assigned.
Required Qualifications:
The ideal candidate should have experience in industries such as HVAC, Electrical or Mechanical Engineering, or Construction.
Essential skills include:
- Strong verbal and written communication abilities.
- Proficiency in Microsoft Office Suite and accounting software.
- Ability to work independently in a dynamic environment.
- Proactive approach to work responsibilities and professional customer interactions.
- Excellent organizational skills and attention to detail.
- Moderate to advanced knowledge of QuickBooks, particularly recent versions.
Interview Process:
The selection process will include an initial screening via telephone or video call.
We look forward to discussing this opportunity with qualified candidates.
